Employer-Sponsored Financial Planning for Key Executives

Where there is complexity, there is a need for advice.

  • Do your key employees understand and value all that your compensation and benefits programs offer?
  • Are they confused about corporate policies and compliance procedures around investing such as exercising stock options?
  • Are they distracted from their work by market volatility?

An employer-provided financial planning benefit supports your employees in navigating the crucial decisions that build financial security and peace of mind.

When you engage AMG to deliver a financial-planning benefit, you help your key employees better manage their financial lives so they can better manage your business.

I look forward to learning more about your business and how a strategic partner like AMG could benefit both you and your key employees.


Tim Z. Murray
Vice President, Corporate Development
AMG National Trust
303.486.2961 (office)
303.927.9140 (mobile)